Wall Street Zen cuts ICL Group to Hold on ICL Group stock

Published on 10/13/2026 at 09:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached USD 2.13 billion versus USD 2.01 billion consensus. The USD 6.00 target covers ICL Group stock, while EPS was USD 0.12.

Wall Street Zen cut ICL Group from Buy to Hold on September 19, 2026.
Second-quarter revenue reached USD 2.13 billion versus USD 2.01 billion consensus, while earnings per share came in at USD 0.12 versus USD 0.11 expected.
The analyst consensus target is USD 6.00, and ICL is reorganizing into four divisions with a cost program targeting more than USD 350 million in annualized savings.
ICL Group stock trades on the NYSE under ticker ICL and operates across specialty minerals, chemicals, fertilizers and crop nutrition.

ICL, IL0002810146, Illustration mit AI erstellt.

Wall Street Zen cut ICL Group from Buy to Hold on September 19, 2026, according to MarketBeat. ICL Group stock carries a broader consensus target of USD 6.00, while second-quarter earnings per share reached USD 0.12 against USD 0.11 expected.

Three dated catalysts shape the story

On August 4, 2026, ICL approved a reorganization into four divisions, with an Elevate cost program targeting more than USD 350 million in annualized savings by the end of 2028, as Simply Wall St reported. On August 5, 2026, second-quarter revenue reached USD 2.13 billion versus USD 2.01 billion consensus, while earnings per share beat the USD 0.11 estimate at USD 0.12, according to MarketBeat. On September 19, 2026, Wall Street Zen lowered its rating from Buy to Hold, with the average target at USD 6.00.

What does the reorganization mean?

The new structure groups ICL around Growing Solutions, Nutrition Solutions, Industrial Products and Essential Minerals. The stated USD 350 million savings ambition is the measurable test of the strategy, because execution must translate organizational simplification into operating improvement rather than merely change reporting lines.

Results are the next dated test

StockIQ lists November 10, 2026 as the next earnings date. The reorganization is scheduled to take effect on January 1, 2027, according to Simply Wall St. Those dates frame the next review of revenue, earnings and progress toward the savings target.

ICL keeps a broad minerals base

ICL describes its business as a specialty minerals and chemicals platform serving agriculture, food, engineered materials and industrial applications. Its investor-relations overview highlights potash, phosphate solutions, bromine compounds and specialty crop nutrition as the operating foundation.